Tag: workflow

The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...

Several years back, Microsoft first introduced calculated and roll-up fields in Microsoft Dynamics CRM. Over the last few years, they’ve provided great functionality to the system and have been constantly used in our client projects. However, one of the key limitations we’ve discovered is that you cannot trigger workflows or reference them in a workflow or business rule.  There’s no doubt that the development of plug-ins or JavaScript codes have...

Many of our clients spend a lot of time filing through thousands of records on Microsoft CRM to find the information they’re looking for. They also have trouble keeping track of individual tasks or action items when working in big, long-term projects with multiple team members. This wastes time and energy when tasks can’t be prioritized or completed efficiently to move your projects forward.  A great solution to this problem...

One of the most useful applications of the workflow in Dynamics 365 for Finance is the type for approving vendor payments. Specifically, the vendor disbursement journal workflow can easily be configured to your requirements. The workflow engine in D365 is very flexible and can offer your business the tools to take that hypothetical path of approvals to an actuality. In this blog, I’m aiming to give you the knowledge to...